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4 Steps to Creating your Procedure Manual in Google Docs

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Looking to create your own Procedure Manual? In my last article, A "Clickable" Procedure Manual ,  I showed you how a clickable manual could be used in your office.  This guide will show you how you can make a procedure manual from scratch using Google Documents. It is a fairly simple (but lengthy) process and you will need to be familiar with my previous Guide on Making a Guide on Google Docs  before proceeding. Click to Download or Print your FREE Guide: 4 Steps to Creating Your Procedure Manual in Google Docs
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A "Clickable" Procedure Manual

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***Update April 18,2016*** Learn how to make your own! A new post on 4 Steps to Creating your Procedure Manual in Google Docs I recently read an article by Neil B. Gailmard, OD on Your Office Procedure Manual (2010) which has a lot of good tips on: Why you should have a procedure manual How to Start a Manual What to Exclude What you might Include However, I did not agree with the line in his last paragraph where he states that, “every office is so different that I strongly recommend that you write your own from scratch.”  It’s true, every office has their own unique workflow- but every office shares the ability to categorize duties by either patient workflow and/or department . Think about all the duties in your practice.  They can either involve interaction with a patient or a specialized duty performed by a department in your practice.  Although these duties may coincide in both patient workflow and department, categorizing them in this manner will force yo
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A Guide On Making A Guide in Google Docs

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I love making guides.  I make guides at work in order to provide step by step instructions on how to perform new tasks on new features.  I have over 50 guides that cover most departments in our office. I like to show exactly where to click, what fields need to be filled out and in which order they need to be done.  Making guides are not only informative for the individuals they are intended for, but are very helpful for those creating them to further evaluate the system into a well-thought-out, streamlined process. A Skitch Screenshot What You Need To create a guide you will need three things: A Word Processor  (i.e. Microsoft Word , Google Docs , LibreOffice ) A Method to take a Screenshot  (i.e.   Skitch , Greenshot , PrintScreen Button, or Windows Snipping Tool) A Method to Annotate Your Screenshot (i.e. Skitch , Greenshot , or Microsoft Paint) For this article, I will use Google Docs, Skitch, and the PrintScreen Button.  The reason I love this trio is bec
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MBA Key Metrics Spreadsheet Project

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For those of you who are new to practice metrics , the Management & Business Academy’s (MBA) Key Metrics: Assessing Optometric Practice Performance guide is your primary resource to help obtain performance indicators of your practice.   You can register and download the latest 2015 guide HERE . Link updated 2016.02.17. DISCLAIMER: I am not affiliated with the Management & Business Academy. If you have a physical copy of the guide, there is a worksheet that is included in the centerfold.  This worksheet is pretty straight-forward to follow, but requires some experience running reports in your practice management software (Officemate, Revolution, CrystalPM, Maximeyes, etc…), financial software (Quickbooks), payroll/time-clock records (Paychex, Intuit Payroll, ADP, HRforHealth, Time-in-a-box), etc. If you are comfortable obtaining information from the necessary reports, what I have done is taken the guesswork out of the calculations and I have created an easy to f
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